Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.9B
AUM Growth
-$9.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,530
New
Increased
Reduced
Closed

Top Buys

1
+$248M
2
+$101M
3
+$95.4M
4
DUK icon
Duke Energy
DUK
+$69.2M
5
WMT icon
Walmart
WMT
+$51.7M

Top Sells

1
+$131M
2
+$91M
3
+$83M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$79.6M
5
DIS icon
Walt Disney
DIS
+$65.2M

Sector Composition

1 Technology 15.45%
2 Healthcare 13%
3 Industrials 9.26%
4 Financials 8.84%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3251
$25K ﹤0.01%
13,727
+819
3252
$24K ﹤0.01%
13,701
-730
3253
$23K ﹤0.01%
1,049
-116
3254
$22K ﹤0.01%
2,853
+1,438
3255
$21K ﹤0.01%
19,600
+1,000
3256
$21K ﹤0.01%
+902
3257
$21K ﹤0.01%
+10,000
3258
$21K ﹤0.01%
+12,250
3259
$21K ﹤0.01%
13,665
-950
3260
$21K ﹤0.01%
+19,906
3261
$20K ﹤0.01%
26,749
-1,882
3262
$19K ﹤0.01%
11,056
3263
$19K ﹤0.01%
26,228
-11,500
3264
$18K ﹤0.01%
13,000
3265
$15K ﹤0.01%
10
+1
3266
$15K ﹤0.01%
+625
3267
$15K ﹤0.01%
10,000
3268
$14K ﹤0.01%
11,400
3269
$13K ﹤0.01%
21,740
3270
$13K ﹤0.01%
+12,662
3271
$13K ﹤0.01%
30,575
3272
$12K ﹤0.01%
+24,876
3273
$11K ﹤0.01%
1,200
3274
$10K ﹤0.01%
1,000
3275
$9K ﹤0.01%
20,000
129 130
131
132 133